CA

Crewe Advisors Portfolio holdings

AUM $707M
1-Year Est. Return 14.7%
This Quarter Est. Return
1 Year Est. Return
+14.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$218M
AUM Growth
-$90.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$1.44M
2
+$1.08M
3
+$455K
4
XOM icon
Exxon Mobil
XOM
+$121K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$78.3K

Top Sells

1
+$6.05M
2
+$1.33M
3
+$695K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$670K
5
AAPL icon
Apple
AAPL
+$618K

Sector Composition

1 Communication Services 38.41%
2 Energy 7.87%
3 Technology 3.04%
4 Financials 2.47%
5 Consumer Discretionary 1.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$589K 0.27%
7,269
-106
27
$559K 0.26%
9,160
-8,100
28
$515K 0.24%
2,474
-30
29
$460K 0.21%
3,045
-108
30
$453K 0.21%
5,275
31
$436K 0.2%
27,165
32
$431K 0.2%
3,661
-192
33
$425K 0.2%
2,385
-2,756
34
$422K 0.19%
4,522
-1,295
35
$405K 0.19%
6,890
36
$388K 0.18%
4,046
-5
37
$380K 0.17%
10,016
-143
38
$341K 0.16%
10,794
39
$323K 0.15%
9,690
40
$304K 0.14%
799
41
$290K 0.13%
4,984
42
$289K 0.13%
3,039
-97
43
$271K 0.12%
138
-258
44
$269K 0.12%
1,940
45
$267K 0.12%
983
-1,203
46
$258K 0.12%
3,444
47
$246K 0.11%
921
48
$242K 0.11%
4,795
-4,662
49
$231K 0.11%
5,182
50
$228K 0.1%
3,986
-895
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